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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,488 | $101,778-27.8% | $164,975-55.5% | $80,925-9.2% |
| Participation rate | 92.5% | 71.8%+20.7pp | 78.6%+13.9pp | 67.7%+24.8pp |
| Annual return | 12.48% | 16.73%-4.2pp | 70.12%-57.6pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,835 | $4,477-36.7% | $6,033-53.0% | $4,299-34.0% |
| Admin fee / account holder | $4,312 | $8,221-47.5% | $12,688-66.0% | $6,940-37.9% |